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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,106 | $93,598+27.3% | $135,974-12.4% | $75,173+58.4% |
| Participation rate | 37.0% | 75.2%-38.2pp | 81.9%-44.9pp | 67.2%-30.2pp |
| Annual return | 9.26% | 30.89%-21.6pp | 68.30%-59.0pp | 160.72%-151.5pp |
| Employer contribution / active EE | $2,590 | $3,538-26.8% | $4,859-46.7% | $2,671-3.0% |
| Participant deferral / active EE | $5,529 | $6,405-13.7% | $7,760-28.8% | $4,126+34.0% |
| Admin fee / account holder | $2,405 | $6,978-65.5% | $10,767-77.7% | $5,651-57.4% |